QBench Feature Roundup - May and June 2019

What’s New:

Payments

• Can now create a new data type called Payments for a customer
• These payments can be applied to invoices that have an outstanding balance
• Also available through the API

Invoices

• Users can now create an invoice across multiple orders
• Users can now export invoices to excel

Specifications (Assay)

• In the assays page in the conditions tab, can now create a new criteria called Specification
• Specifications can define lower/upper limits for a field or check if a field is equal to a certain value
• Can be used in worksheets and report templates

Batches

• Can now clone a batch with various options
• Can now remove a worksheet from a batch
• Can now filter by batch in sample and test pages

Account / Passwords

• Now enforcing at least one special character in passwords
• Users are now unable to use their previous 4 passwords
• Passwords are required to be changed every 90 days
• Added a configurable activity timeout to automatically log out a user is idle

SAML Sign In

• Can now configure SAML Single Sign On with Okta and OneLogin
• If SAML is used, Google Single Sign On will be disabled
• Contact us for more info and documentation on how to set up

Documents

• Documents now support revisions rather than just versions. If a document is revised, the document is marked with an incremental number after the version number i.e 1.2, 1.3, etc.
• A new version of a Document will overwrite a drafted Document and retain the version number of the drafted Document.
• User with write permission to the Document module are able to mark documents as required for other users to acknowledge and understand the document.
• This feature will provide a new tab for all users on the document titled ‘ACKNOWLEDGEMENT’ where users will be able to read over the document and create a record stating that the user has read, acknowledged and understood the document.
• For admins, they will have an extra portion in the view to show records of all users that have acknowledged the document
• Email template for document approval now uses the Document Title in the Subject line

Tests

• In the attachment tab for Tests, users are able to view attachments from the Assay listed below the Test attachment table
• Users are able to input default Test values when creating new Tests On the Assay detail page, there’s a new tab called ‘Default to Test’ where the user is able to input default values for each exposed test field. Once saved, the next time a technician creates a new test using the edited Assay, the Test will be created with the default values saved previously.
• Added a Delete button to the Inventory Item detail page to allow for deletion of items. If there is a record of use for the inventory item, the link to the item will inform users that the item has been deleted
 

Printable Documents

• When creating a Printable Document Template, users now have the option to create Sample level and Test level Print Document Templates.
• On each respective detail page, you’re able to navigate to a Print tab to generate a printable document using the specific object.

Customer Portal

• In the Customer Portal Appearance Settings, administrators are able to customize the Order Request Notification Message Subject and the title for the Submit Order Request button

API

• REST API - Be able to create/update/view/delete batches
• Event API - Event is triggered whenever an attachment is uploaded or deleted

Inventory

• Users are able to use an inventory stock from the Test detail page

QBench Core

• In the History tab for all QBench objects that track history, users are able to click into a record and view the changes that were made when creating/updating the object. For objects that utilize worksheets, there is a worksheet tab in the modal to view worksheet changes as well.
• Introducing a new module called Generic Attachment Upload to work in conjunction with QBench’s Event API as a solution for Instrument data integration.

QoL / Bug Fixes

• Fixed modal window not scrolling in report emailing if there are too many attachments
• Fixed various bugs in the recent data export feature
• Made adding contacts to customers via the api easier
• Fixed “Disable test in order requests” checkbox not working as intended for brand new apps
• Fixed attachments loading slowly when selecting for report emails
• Added attachments to order publish emails
• In customer portal, fixed order filter button loading order requests page instead of orders page
• Fixed bug where order goes into a custom status that has been deleted
• Fixed setting a default view clearing out the user’s assigned teams
• The window that displays Test, Batch, and Protocol Step worksheets are now horizontally scrollable.
• Customization Budget renamed to Professional Services
• When publishing reports to the Customer Portal, clicking the Do Not Send button doesn’t do anything
• Protocol step title does not show up
• When previewing a custom ID it's not showing leading zero in the date field
• Couldn’t upload attachments on Order Request from the Customer Portal
• If blurb is hidden on the select signature modal, user is unable to select a signature option
• Unable to delete Users
• Users couldn’t edit teams after creating a new team
• Uploaded reports are marked as failed to generate if uploading a report fails to generate the report
• Test excel export skips additional fields where Assay field identifiers matched Test field identifiers